This guide explains how to set up the monday.com integration with CloudTalk
User level:
Admin
Looking for instructions on how calls appear in monday.com or how agents use the integration?
See Using CloudTalk with monday.com
Before You Start
Make sure you have the following:
CloudTalk user with access to the Integrations section to the CloudTalk Dashboard.
Admin access to monday.com.
Connect monday.com to CloudTalk
The email address you use in CloudTalk must match exactly with the email address in your monday.com account. If the emails do not match, synchronization will not work correctly.
Log into your CloudTalk Dashboard and navigate to Account > Integrations.
Search for monday.com and click on it.
Click Connect monday.com. You’ll be redirected to monday.com login page.
Sign in and grant CloudTalk access. After successful authentication, you’ll be redirected back to CloudTalk.
On the Integration Configuration screen, toggle the integration to Active and set a custom Caption to help identify it.
Click Save to finalize the setup.
Install monday.com automations
monday.com now uses automations instead of recipes.
If you previously configured recipes, your existing setup will continue working and no changes are required. New users should follow the automation setup below.
In monday.com, select the board where you want CloudTalk calls to be logged. At the top of the board, click Automate.
Open Automations → Create automation (or Create from template). Select the CloudTalk template and configure it.
Log call automation
Logs calls from CloudTalk as timeline entries or updates on your monday.com board matching Phone column.
Contact sync automation
Syncs contacts between monday.com and CloudTalk. This automation handles both:
Initial sync, which imports all existing contacts from the selected board when the automation is added
Automatic updates when a phone or email column changes on the board
Important for existing users: If you previously had the "When any column changes → Edit contact in CloudTalk" recipe enabled, make sure to disable it before adding the new contact sync automation. Otherwise, both the old recipe and the new automation will run on column changes and create duplicate contact updates. The new contact sync automation already handles updates automatically, so the separate “edit contact” recipe is no longer needed.
What changed from recipes to automations
If you already use recipes, they will continue working as they are, and no changes are required
If you are setting up the integration for the first time, you will use automations, as recipes are no longer available for new configurations
If you remove an existing recipe, you cannot restore it, so you will need to recreate the same functionality using an automation
Disconnect or Remove the Integration
If you no longer want CloudTalk to synchronize data with monday.com, you can disable or permanently remove the integration.
To disable the integration, go to Account > Integrations, locate the monday.com integration, and toggle the status from Active to Inactive.
To delete the integration permanently, open the monday.com integration settings, scroll down, click Delete Integration, and type DELETE to confirm.
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